See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,977 | $197,591-40.3% | $177,821-33.7% | $158,922-25.8% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 15.41% | 58.76%-43.3pp | 48.32%-32.9pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,251 | $6,697-66.4% | $5,918-62.0% | $4,761-52.7% |
| Participant deferral / active EE | $3,964 | $8,405-52.8% | $7,714-48.6% | $5,982-33.7% |
| Admin fee / account holder | $2,835 | $15,399-81.6% | $12,427-77.2% | $11,246-74.8% |